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A.O. Smith

540 hedge funds and large institutions have $8.34B invested in A.O. Smith in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 190 increasing their positions, 205 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 205

1.5% less ownership

Funds ownership: 90.63%89.13% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.9M
Puts
$6.37M
Net Calls
Net Calls Change

Top Buyers

1 +$182M
2 +$48.5M
3 +$43.7M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$37.9M
5
Morgan Stanley
Morgan Stanley
New York
+$26.3M

Top Sellers

1 -$86.1M
2 -$69.6M
3 -$61.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$46M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$25M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$1.37M
252
$1.35M
253
$1.33M
254
$1.3M
255
$1.3M
256
$1.29M
257
$1.29M
258
$1.29M
259
$1.29M
260
$1.28M
261
$1.27M
262
$1.24M
263
$1.22M
264
$1.21M
265
$1.21M
266
$1.18M
267
$1.17M
268
$1.17M
269
$1.1M
270
$1.08M
271
$1.04M
272
$1.04M
273
$1.02M
274
$1.01M
275
$1.01M